Index
- Introduction
- Basic Setup
- Data Import
-
Users and Permissions
- Adding Users
- Users And Permissions
- Role and Role Profile
- Role Based Permissions
- User Permissions
- Role Permission for Page and Report
- Sharing
- Limited User
- Administrator
- Difference Between System User and Website User
- Change existing user's email ID
- Change User Password
- Disable any user
- Setting Up Email Signature in Lyte ERP
- User Restriction
- Managing Perm Level in Permission Manager
- Field Level Permission Management
- Edit Export/Print permissions for reports
- Printing
- Workflows
- System Configuration
- Data Privacy
-
Configurations
- Manage Tree Structure Masters
- Set default values for any field
- Set Precision
- Set Language
- Edit Submitted Document
- Delete Submitted Document
- Disable Notification Emails
- Set Current Value for Naming Series
- Remove Link at the Bottom of the Print Page
- Remove Line Breaks in Print Formats
- Easy steps to setup Workflow
- To-Do Auto Creation
- Tree Master Renaming
- Letter Head in the Report
- Sync DocTypes with Events Calendar
- Merging Accounts
- Changing Parent Account
- Fiscal Year Creation
- Freeze an Account
- Freeze Accounting Entries
- Common Receivable Account
- Common Party Accounting
- Freeze Exchange Rate
- Linking stock warehouse and accounts
- Print Cancelled Invoice
- Default Receivable / Payable Account
- Mode of Payment
- Maintaining Supplier's Item Code In the Item master
- Purchasing in Different UoM
- Amending Purchase Order after Submit
- Setting Employee-wise Leave Approver
- User Permission based on Hierarchy
- Selling in Different UoM
- Shipping Rule
- Adding Margin
- Print Settings
- Change the Rate of Items in the Sales Cycle
- Lyte ERP for Service Organization
- Allow Over Delivery/Billing
- Auto Creation of Material Request
- Item Codification
- Serial Number Naming
- Track Items Using Barcode
- Managing Fractions in UOM
- Item Valuation Setup and Transactions
- FIFO and Moving Average calculation difference
- Serialised Item Valuation Rate calculation
- Raw material valuation
-
Advanced
- Setting Workflows on Masters
- Include Document Link in Notification Email
- Export Data in Excel/CSV
- Using Custom Domain On Lyte ERP
- Setup Two Factor Authentication
- Configuring A Reply-To Email Address
- Setting up Sendgrid SMTP Email in Lyte ERP
- Bank Guarantee
- Loyalty Program
- Budgeting
- Discount Accounting
- Invoice Discounting
- Semi-Auto Payment Reconciliation
- Payment Ledger
- Manage Foreign Exchange Difference
- Immutable Ledger
- Allocating Credit Note and Payment
- Reconcile Advance Payment made to the Supplier
- Balance in Temporary Account
- Perpetual Inventory for Non-stock Item
- Landed cost Voucher
- Calculating Freight in taxes in Lyte ERP
- Create Supplier Quotation through Supplier Portal
- Using Auto Attendance
- Integrating Lyte ERP With Biometric Attendance Devices
- Project Costing
- Project Profitability
- Project and Managing Expenses
- Project from Customer Portal
- Drop Ship
- Drop Ship Between Subsidiary Companies
- Loyalty points redemption in POS
- Inventory Dimension
- Delivery Trip
- Projected Quantity
- Perpetual Inventory
- Stock Reservation
- Material Transfer from Delivery Note and Purchase Receipt
- Managing Batch wise Inventory
- Migrate To Perpetual Inventory
- Purpose of Stock Received but not Billed
- Opening Stock Balance Entry for Serialized and Batch Item
- Item Alternative
- Subcontracting
- Capacity Planning based on Work Order
- Capacity Planning based on Production Order
- Subcontracting in Lyte ERP
- Fetch child table values using Jinja tags
- Change Custom Field Datatype After Field Creation
- Company-wise Naming Series
- Feedback Request Using a Web Form
-
Errors and Reports
- Email Error in Sending or Receiving
- Maximum User Limit Issue
- Import Error due to Workflow
- Perm Level Error
- Permission Error Problems
- Using Prepared Report
- What if Emails are not being received by the Recipients?
- Purchase Invoice - Account Type Error
- Fixing Fiscal Year Error
- Round off Account Validation Message
- Delete entries linked with GL entries
- Invoice rounding issue
- Customise Cash Flow Report
- Procurement Tracker Report
- Brandwise Items and Profitability Report
- Open Work Order Report
- Maximum Number of Fields in a Form
- Making Custom Reports
- Deleting Custom Reports
- Report Showing Multiple Lines for One Document
- Add columns in Standard Report and Export
- Export Data for Specific Year or Filter
- Using Lyte ERP
-
Tools
- To Do
- Notes
- Video
- Calendar
- Dashboard
- Global Search
- Desktop
- Bank Reconciliation
- Payment Reconciliation
- Period Closing Voucher
- Payment Order
- Lyte ERP QuickBooks Migrator
- Process Statement Of Accounts
- Quality Inspection
- Stock Reconciliation
- Quick Stock Balance
- Student Attendance Tool
- Assessment Result Tool
- Course Scheduling Tool
- Collaboration Tools
-
Transactions
- Checking Link Between Documents
- Duplicate Records
- Restore Deleted Documents
- Deleting and Restoring Documents
- Bulk Rename
- Renaming Documents
- Copy Pasting Multiple Records From Excel
- Adding Attachments to Outgoing Messages
- Document Versioning
- Access Log
- Difference Entry
- Post Dated Cheque Entry
- Adjusting Withhold Amount
- Bulk Payment Entry
- Withdrawing Salary from Owner's Equity Account
- Invoice Discount in Payment Entry
- Adding reference to Journal Entry
- Book discount allowed and received separately
- Accounting for Bad Debts
- Book Petty Cash Entry
- Debit Note for price adjustment
- Payment Entry for Capital Account
- Fetch shipping charges based item's value or weight
- Purchase invoice for Services
- Procurement Cycle Overview
- Request for Raw Materials from Sales Order
- Applying a Discount
- Amending Sales Order after Submit
- Close Sales Order
- Short Close Multiple Orders
- Taxes and Charges
- Incoterm and Named Place
- Payment Terms
- Record Commission to Sales Partner
- Sales Persons in the Sales Transactions
- Stock Entry Purpose
- Repack Entry
- Delivery from Sales Invoice
- Return Rejected Items
- Sales Return Management
- Material consumption
- Manufacturing without creating BOM
- Multiple finished goods with single raw material
- Customer Provided Items
- Serialised inventory tracking
- Production Scrap Management
- Automation
- APIs
- Accounts
- Setup And Opening
- Journals and Payments
- Billing
-
Taxes
- Item Tax Template
- Tax Withholding Category
- Tax Rule
- Tax Category
- Include Tax or Charge in Valuation or Total?
- Tax Inclusive Accounting
- Types in Tax Template
- Apply Tax on Another Tax or Charge
- Tax on another tax amount
- Additional Charges in Payment
- Stock Transfer with GST
- GST for multiple branches
- Naming Series as Per GST Rules
- Generate GSTR-1 JSON File
- Pricing
- Multi Currency
- Retail Operations
- Accounting Reports
- Deferred Accounting
- Subscription
- Shareholder Management
- Asset
-
Articles
- Depreciation Entry
- Moving Asset from Stock Item to Fixed Asset Item
- Automate Lead Creation
- CRM Analytics
- Difference between Lead, Contact, and Customer
- Installing RediSearch to enable super fast E-commerce Search
- Loan Management Process
- Articles
- Make A Colorful Gantt Chart
- Bulk Assign Tasks in a Project
- Automating Issue Assignments in Lyte ERP
- Disable Signup on Lyte ERP Website
- Website Security
- Website Home Page
- Website Banner Resizing
- 3 Step SEO for your Lyte ERP Website
- 2 Step 301 Redirect in your Lyte ERP Website
- Integrating Lyte ERP with other Applications
- Buying
-
Setup
- Buying Settings
- Supplier Group
- CRM Settings
- Lead Source
- Opportunity Type
- Sales Stage
- Sales Person
- Customer Group
- Email Group
- Contract
- Appointment Booking Settings
- Human Resource Setup
- HR Settings
- Daily Work Summary Group
- Selling Settings
- Product Bundle
- Sales Person Target Allocation
- Sales Taxes and Charges Template
- Shipping Rule
- Party Specific Item
- Item Price
- Item Group
- Unit of Measure (UoM)
- Manufacturer
- Program
- Course
- Topic
- Instructor
- Room
- Student Category
- Academic Term
- Academic Year
- Education Settings
- Basics of Manufacturing
- Manufacturing Settings
- Manufacturing Dashboard
- CRM
- Sales
-
Reports
- CRM Reports
- Human Resources Reports
- Delayed Tasks Summary
- Project Profitability Report
- Project Reports
- Manufacturing Reports
- Demand Driven Forecasting
- Production Planning Report
- Work Order Summary
- Job Card Summary
- Quality Inspection Summary
- Production Analytics
- BOM Search
- BOM Stock Report
- BOM Operations Time
- Downtime Analysis
- Work Order Consumed Materials
- Returned Materials Against Work Order
- Issued Items Against Work Order
- Marketing
- E-commerce
- Human Resources
- Employee
- Attendance
- Shift Management
-
Leave Management
- Leaves
- Holiday List
- Leave Type
- Leave Period
- Leave Policy
- Leave Policy Assignment
- Leave Allocation
- Leave Application
- Compensatory Leave Request
- Leave Encashment
- Leave Block List
- Leave Ledger Entry
- Department-wise Leave Approval in Lyte ERP
- Configuring Earned Leave
- How to encash unused leaves using Salary Slips
- Leave Calculation In Salary Slip
- Leave allocation after Compensatory Leave Request
- Recruitment
- Training
- Employee Lifecycle
-
Payroll
- Payroll Setup
- Payroll Management
- Payroll Period
- Income Tax Slab
- Salary Component
- Salary Structure
- Salary Structure Assignment
- Salary Slip
- Payroll Entry
- Additional Salary
- Retention Bonus
- Employee Incentive
- Working Days Calculation in the Salary Slip
- How to process Payroll in Lyte ERP
- Setting Flexible Benefits against a Benefit Claim
- Create Payroll Entry with Timesheets
- Income Tax calculation in Lyte ERP
- Salary structure and Payroll
- Employee Tax and Benefits
- Performance
- Travel and Expense Claim
- Gratuity
- Fleet Management
-
Loan Management
- Loan Management
- Loan Type
- Loan Security Type
- Loan Security
- Loan Security Price
- Loan Type
- Loan Application
- Loan Application
- Loan Security Pledge
- Loan
- Loan Disbursement
- Loan Interest Accrual
- Loan Repayment
- Loan Write Off
- Loan Security Shortfall
- Loan Security Unpledge
- Process Loan Interest Accrual
- Process Loan Security Shortfall
- Projects
- Project Management
- Time Tracking
- Quality Management
- Selling
- Customer Portal
- Selling Reports
- Stock
- Basics
- Item Variants
- Stock Transactions
- Serial and Batch Number
- Return
- Stock Reports
- Errors and reports
- Support
- Website
- Agriculture
- Diseases and Fertilizer
- Crops and Land
- Analytics
- Education
- Student
- Admission
- Fees
- Schedule
- Assessment
- Assessment Reports
- Hospitality
- Manufacturing
- Bill of Materials
- Production and Material Planning
- Non Profit
- Membership
- Volunteer
- Donor
- Grant application
- Chapter
- Customize Lyte ERP
- Records
- Navigation
- Custom field
- Customize Form
- Customize Print Format
- Client Scripts
- Custom Buttons
- Fetch Values
- Restrictions
- Miscellaneous
- Lyte ERP Integrations
- Authentication Integration
- Backup Integration
- Bank Integration
- E-commerce Integration
- Shipping Integration
- Google Integration
- Payment Integration
- Telephony Integration
- Regional
- France
- India
- Italy
- Unites States Of America
- United Arab Emirates
- South Africa
- Saudi Arabia
- Translations
- Lyte ERP Subscription